Billing Specialist
Listed on 2026-01-16
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Accounting
Accounts Receivable/ Collections -
Finance & Banking
Accounts Receivable/ Collections
About Us
We are a full-service mechanical contractor providing customers in the commercial, residential, and industrial sectors with innovative, energy-efficient heating and air conditioning services, automation and controls, industrial piping, new construction design and installation, and maintenance and replacement services.
Job SummaryJob Title: Billing Specialist
Department: Service Division
Job Type: Full-Time / On-Site (Not Remote)
We are seeking a high-performing Billing Specialist with a strong foundation in accounting and a passion for solving problems. This role is ideal for someone who thrives in a fast-paced environment, demonstrates exceptional attention to detail, and possesses advanced analytical thinking.
PrimaryDuties & Responsibilities
- Operate with a high level of customer service
- Generate and issue accurate invoices for HVAC services, installations, maintenance contracts, and parts
- Audit work orders, job costing, and technician notes to ensure billing integrity and compliance
- Validate service ticket completion and job closure documentation prior to invoicing
- Monitor and follow up on outstanding receivables; initiate customer outreach for payment resolution
- Collaborate with technicians, project managers, and dispatch personnel to resolve billing discrepancies
- Maintain comprehensive billing records and customer account files in accordance with audit and regulatory standards
- Support monthly statement preparation, collections efforts, and payment application processes
- Reconcile customer accounts and resolve payment discrepancies
- Contribute to month-end revenue reporting and financial tracking
- Ensure compliance with internal controls and external regulations (e.g., lien waivers, sales tax, contract terms)
- Perform Billing Batch Reviews
- Manage and respond to inquiries via the Billing Email channel
- Investigate and resolve Billing Issues with urgency and accuracy
- Conduct Collections Invoice Reviews and support collection efforts
- Process and track Credit Requests and apply Credits accurately
- Review Daily Cash Receipts and ensure proper posting
- Manage Invoice Holds and monitor Invoices in Process
- Track and follow up on Past Due accounts
- Oversee Posting Inventory related to billing transactions
- Execute Agreement Billing for service contracts
- Identify and prepare jobs marked Ready for Billing
- Process Refunds and ensure proper documentation
- Process Service Billing with urgency and accuracy
- Process Voids and maintain audit trails
- Administer multiple Billing Portals and ensure data consistency across platforms
- Demonstrate strong problem-solving skills and take initiative to resolve complex billing challenges
- Exhibit exceptional attention to detail in all aspects of billing and documentation
- Apply analytical thinking to identify trends, improve processes, and reduce errors
- Communicate effectively with internal teams and customers to ensure billing clarity and resolution
- Show readiness to lead billing operations, mentor junior staff, and contribute to strategic improvements
- Associate’s degree in Accounting, Finance, or a related field
- Minimum of 2 years of billing or accounts receivable experience (service-based or project-driven environment a plus)
- Proficiency in Microsoft Office Suite (Excel, Outlook, Word)
- Strong analytical skills and attention to detail
- Excellent written and verbal communication skills
- Ability to work independently and manage multiple priorities in a fast-paced setting
- Experience with flat-rate pricing, time and materials billing, and contract billing models
- Knowledge of lien rights and state-specific billing regulations
- Proficiency in accounting software such as Quick Books, Sage, or similar platforms
- Experience supporting financial audits or internal compliance reviews
Location: US-NC-Raleigh
Company: Newcomb and Company
Posted Date: 1 day ago (1/14/2026 3:36 PM)
Equal Opportunity EmployerWe are an Equal Opportunity Employer – we value diversity and inclusion and provide equal employment opportunities to all applicants regardless of race, color, religion, sex, national origin, disability, veteran status, or any other protected characteristic.
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